Years of Experience
5-20+ Years
BLACKSBURG, VA
15 Years Experience
0 Disclosures
ADVISOR BIO
Michael Newport Creamer is a financial advisor at D.a. Davidson & Co. with over 14 years of experience in the financial services industry. Michael has a strong track record of success in providing comprehensive financial planning and investment management services to a diverse clientele, including individuals, families, businesses, and charitable organizations. Michael holds the Series 7 and Series 66 securities licenses and is a Chartered Financial Analyst (CFA). Michael is committed to providing personalized and objective financial advice to help clients achieve their financial goals.
SPECIALIZATIONS
CHESAPEAKE, VA
27 Years Experience
0 Disclosures
ADVISOR BIO
Michael Chinn is a financial advisor with over 23 years of experience in the industry. Michael is currently registered with LPL Financial LLC and is licensed to provide investment advice in Texas and Virginia. Michael has previously worked with Nationwide Securities, LLC, 1717 Capital Management Company, and Morgan Stanley DW Inc. Michael holds the Series 7, Series 31, and Series 63 licenses. Michael has also passed the SIE and Series 65 examinations. Michael specializes in providing financial advice to individuals, corporations, charitable organizations, and pension and profit sharing plans.
SPECIALIZATIONS
ROANOKE, VA
20 Years Experience
1 Disclosures
ADVISOR BIO
Michael Swanson Pendleton is a financial advisor associated with Edward Jones, with over 17 years of experience in the financial industry. Michael holds licenses in both Virginia and Texas, and is registered to provide investment advice in 32 states. Michael has attained the Chartered Financial Consultant designation, further demonstrating commitment to client service. Michael's primary focus is in assisting individuals with financial planning and portfolio management.
SPECIALIZATIONS
FAIRFAX, VA
25 Years Experience
0 Disclosures
ADVISOR BIO
Michael Stevens is a financial advisor with over 20 years of experience in the industry. Michael is currently registered with The Strategic Financial Alliance, Inc. and Strategic Blueprint, LLC. Michael specializes in providing financial planning, portfolio management, and educational seminars to individuals, businesses, and high-net-worth clients. Michael is also a licensed insurance agent, specializing in fixed insurance. Michael is committed to helping clients achieve their financial goals.
SPECIALIZATIONS
NORFOLK, VA
40 Years Experience
1 Disclosures
ADVISOR BIO
Michael Duffy is a registered investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc.. Michael has been in the securities industry since October 24, 1984. Michael is registered in 18 states and has passed the Series 3, Series 7, Series 63, and SIE exams.
SPECIALIZATIONS
ROANOKE, VA
0 Disclosures
ADVISOR BIO
Michael Edward Shelton is a financial professional with over 6 years of experience in the financial services industry. Michael Shelton is currently registered with 360 Wealth Consultants, LLC in Roanoke, Virginia. Michael Shelton has experience with a variety of financial products and services, including insurance, tax preparation, and investment management. Michael Shelton specializes in working with high-net-worth individuals and families, providing them with comprehensive financial planning and investment management services. Michael Shelton is committed to helping clients achieve their financial goals and is dedicated to providing them with the highest level of personalized service.
SPECIALIZATIONS
Leesburg, VA
7 Years Experience
0 Disclosures
ADVISOR BIO
Michael Lewis is a financial advisor with Edward Jones. Michael has been in the financial industry since July 25, 2018. Michael is registered to provide investment advice in 24 states and the District of Columbia. Michael's professional experience includes working with New York Life Securities LLC and New York Life Insurance Co.. Michael is also a DJ and owns Soulsimplesounds Inc.. Michael is dedicated to helping clients achieve their financial goals.
SPECIALIZATIONS
Chesapeake, VA
19 Years Experience
0 Disclosures
ADVISOR BIO
Michael Lindsey is a financial professional registered with State Farm Investment Management Corp. Michael holds the Series 6, Series 63, and Series 65 licenses. Michael has been in the industry since 2006 and has a strong history with both State Farm Investment Management Corp. and Allstate Financial Services, LLC. Michael's areas of expertise include investment company products/variable contracts, securities, and investment advisory services. Michael's insurance agency, Michael Lindsey's Insurance Agency, is also located at the same address as State Farm Investment Management Corp. in Chesapeake, VA.
SPECIALIZATIONS
VIENNA, VA
24 Years Experience
1 Disclosures
ADVISOR BIO
Michael M. Moore is an investment advisor representative at Merrill Lynch, Pierce, Fenner & Smith Inc. Michael is a registered investment advisor in 19 states and has been in the industry since 2000. Michael has been with Merrill Lynch, Pierce, Fenner & Smith Inc. since 2009, and previously worked for BANC OF AMERICA INVESTMENT SERVICES, INC. and QUICK & REILLY, INC.. Michael has passed the Series 66, Series 7 and SIE exams. Michael specializes in retirement planning, college savings, and investment management.
SPECIALIZATIONS
VIENNA, VA
32 Years Experience
0 Disclosures
ADVISOR BIO
Michael Grinnell is a financial advisor with Osaic Wealth, Inc., and has over 30 years of experience in the financial services industry. Michael is a CERTIFIED FINANCIAL PLANNER™ professional, holds Series 6, 7, 22 and 63 licenses and is registered to offer investment advice in 17 states. Michael's previous roles include positions with John Hancock Distributors, Inc. and MONY Securities Corp. Michael's background includes offering investment advice to individuals, businesses, and retirement plans.
SPECIALIZATIONS